Ukushoda kwama-chip okuqhubekayo emhlabeni jikelele kuphazamise izimoto futhiizimboni zobuchwepheshe zabathengi(Ubuchwepheshe babathengi, noma ubuchwepheshe babathengi, bubhekisela kunoma yiluphi uhlobo lobuchwepheshe oluhloselwe ukusetshenziswa ngabathengi emphakathini jikelele, ngokuphambene nobuchwepheshe obudalelwe ukusetshenziswa kukahulumeni, ezempi noma ezohwebo. I-Consumer tech iza ngezindlela ezahlukene futhi inikezela ngamakhono anhlobonhlobo ezobuchwepheshe, ahlanganisa izinto eziningi ezivame ukubonakala abantu abazisebenzisa nsuku zonke.) izinyanga, izibani ze-LED ziyashaywa futhi. Kepha imiphumela ebabazekayo yenhlekelele, engase iqhubeke kuze kube ngu-2022.
Ngokohlaziyo lukaGoldman Sachs (GS), ukushoda kwe-semiconductor kuthinta izimboni eziyi-169 ngendlela ethile. Sikhuluma yonke into kusukela emkhiqizweni wensimbi kanye nokukhiqizwa kukakhonkolo osulungile kuya ezimbonini ezakha amasistimu okupholisa umoya neziqandisi kuya ezindaweni zokuphisa utshwala. Ngisho nokukhiqizwa kwensipho kuthintwa yinkinga yama-chip. Ihluke ngokuphelele embonini yezibani eziholayo.
Umfanekiso ongezansi uhlukanisa izimboni ezihlukahlukene ezibhekene nokushoda.
Futhi ngikhethe isibani nesibani njengesithenjwa sakho.
Ukunquma ukuthi yiziphi izimboni ezihlaselwe ukushoda, i-Goldman Sachs yabheka isidingo semboni ngayinye sama-microchip kanye nezingxenye ezihlobene njengesabelo se-GDP yabo. Izimboni ezisebenzisa ngaphezu kwe-1% ye-GDP yazo kuma-chips, le nkampani ithi, izothinteka ngenxa yokushoda kwe-semiconductor.
Ngokwenkomba, emkhakheni wezimoto, u-4.7% we-GDP yemboni usetshenziswa kuma-microchip nama-semiconductors ahlobene, ngalesi sisekelo, ngokusho kukaGoldman.
Lapho ubhubhane luqala futhi lusakazeka, kunento ethi, abakhiqizi bezimoto, becabanga ukuthi abathengi bazokwehlisa ukuthengwa kwezimoto, banciphise izimpahla zabo zama-semiconductors asetshenziswa kuyo yonke into kusuka ezinhlelweni zabo ze-infotainment zezimoto kuya kubuchwepheshe bokusiza abashayeli, ama-semiconductors amaningi asetshenzisiwe. ezimpahleni zobuchwepheshe zabathengi, njengamakhompyutha aphathekayo, amaphilisi, amakhonsoli egeyimu, omakhalekhukhwini, njll ngenxa yokujwayela ubhubhane olubangelwa ukusebenzela ekhaya nasezindaweni zokufunda ezikude.
Lapho abakhiqizi bezimoto bebona ukuthi badinga ama-chips amaningi kunalokho ababekucabanga, abenzi bama-chip base benikela isikhathi sokwenza ama-chip ezinkampanini zobuchwepheshe zabathengi. Manje zombili izimboni zidonsa kanzima ukuze zithole ukwesekwa okuvela enanini elilinganiselwe labakhiqizi bomhlaba wonke be-semiconductor abangahlangabezana nezidingo zabo.
Kulokhu, kubi kakhulu embonini yokukhanyisa i-LED. Okokuqala, inzuzo ye-chip ye-LED iphansi. Abakhiqizi abaqale bakhiqiza ama-chips e-LED sebeqale ukushintsha kancane umthamo wabo wokukhiqiza ukuze bakhiqize ama-chips anenani eliphezulu. Okwesibili, ngisho noma bengawadluliseli amakhono abo, ngaphansi kwezimo zamanje, abakhiqizi be-chip ye-LED abakwazi ukuthola ama-wafer semiconductors anele, futhi iningi lama-wafer semiconductors ligelezela kulabo abakhiqizi bama-chip bamanani aphezulu. Okwesithathu, kuma-chips ambalwa, abakhiqizi be-chip bazoqale bahlangabezane nezidingo zama-giants embonini ye-LED. Kungakho izimboni eziningi ezincane eChina ziyekile ukuthatha ama-oda.
Ukushoda kwe-led chip, intengo yezinto ezingavuthiwe iyaqhubeka nokukhuphuka, lonke uchungechunge lokuhlinzeka liyashoda futhi libambezeleka ekulethweni, kodwa isidingo sezibani eziholayo siyaqhubeka sikhuphuka, ingcindezi enkulu kunazo zonke ezake zaba khona.
Nsuku zonke, bonke abakhiqizi bezibani eziholayo bayabuza, YINI? KUNGANI? FUTHI YINI OKULANDELAYO?
Inkinga yama-chip isekude ukuphela, nakuba, njengoba abaholi bezimboni kanye nosopolitiki besebenzela ukunciphisa ubunzima kubakhiqizi ezweni lonke, izimpahla zabathengi zisazobiza kakhulu ngenxa yalokho.
Sekukonke, uma udinga imoto noma uhlobo oluthile lwekhompuyutha ephathekayo noma ezinye izingcezu zobuchwepheshe bomthengi, noma isibani esineLED, manje yisikhathi sokuthenga - uma ungazithola.
Isikhathi sokuthumela: May-10-2021
